Erin B.

About Erin B.

I am a Director of Business Development at Sofer Advisors, where I work with attorneys, CPAs, and wealth managers on independent business valuation and valuation support.Our work most often shows up in estate and tax planning, owner transitions, restructurings, and other situations where an independent third-party valuation is required for decision-making, compliance, or defensibility.Earlier in my career, I served as Chief of Staff for a private equity family office, where I supported principals across portfolio oversight, acquisitions, and transaction execution. That role exposed me directly to M&A processes, valuation analysis, deal structuring, and advisor coordination, and gave me a practical understanding of how valuation is used—and scrutinized—inside real transactions.Before that, I founded and led Bonilla Pet Studio, scaling it from inception to a nationally recognized business with ~$1.5M in annual revenue. As Founder and CEO, I built the company end-to-end—sales, marketing, operations, systems, hiring, and client experience—while leading a small team and navigating real-world business risk.That combined background—operator, family office, and now valuation advisory—shapes how I work today. I understand how business owners think, how advisors operate, and where valuation friction tends to arise.I’m particularly effective at:Translating complex valuation concepts into plain languageMapping where valuation fits (and where it doesn’t) in advisory workflowsBuilding long-term referral relationships based on trust and executionIf you’re an attorney, CPA, or advisor who occasionally runs into valuation bottlenecks—and wants a reliable independent resource—I’m open to connecting.

Experience

1. Director, Business Development

   Sofer Advisors

   Jan 2026 — Present

   Middle-market founders and their advisors rely on Sofer Advisors for clarity around value, transactions, and strategic direction.As an independent M&A and valuation firm, Sofer Advisors brings institutional rigor to privately held businesses—supporting owners through inflection points involving growth, liquidity, and ownership transition.In this role, responsibility centers on acting as the primary point of contact for business owners and referral partners: identifying when strategic alternatives should be explored and aligning clients with the appropriate advisory approach at the right time.

Education

• Entrepreneur's Organization

  Accelerator Graduate, Scaling Up